Skip to main content

Navigating the Opus Training App

Find your way around the Opus Training app and learn what Admins, Managers, and Trainees each see on every tab.

Written by Ben Brunken

The Opus Training app displays different views depending on the user type.

  • Admins and multi-location Managers see business-wide overviews and Location-level insights

  • Single-location Managers focus on their team's performance

  • Trainees see a streamlined view centered on completing their assigned training

The bottom tabs are Home, Team, Library, Messages, and Ask Opus. Trainees don't have a Team tab. Profile is the person icon in the top right of the header, not a tab.

Table of Contents:

User Types at a Glance

Feature

Admin & Multi-Location Manager

Single-Location Manager

Trainee

Home Screen action buttons (Invite, Assign)

✅

✅

❌

Message button

✅

❌

❌

Locations Overview

✅

❌

❌

Check-ins to Facilitate

✅

✅

❌ (off by default; can be enabled)

Team Training Overdue

❌

✅

❌

Knowledge Checks (if enabled)

✅

✅

✅

Your Assignments

✅

✅

✅

Tasks (Checklists and Audits, if active)

✅

✅

✅

Recently Viewed

✅

✅

❌

Team Tab

✅

✅

❌

Library Tab

Full Library for Admins. Managers: content assigned to them, created by them, or shared with them, plus Library Access rules that include them

Content assigned to them, created by them, or shared with them, plus Library Access rules that include them

Assigned content, plus Library Access rules that include them

Messages Tab

Send & receive

Send & receive

Receive only (emoji reactions)

Ask Opus Tab

✅

✅

✅

Profile (header, top right)

✅

✅

✅

Admin & Multi-Location Manager View

Admins and multi-location Managers share a similar layout in the app, built for overseeing multiple Locations at once.

The key difference is scope: Admins see your whole business across all Locations, while multi-location Managers only see the Locations they've been assigned to.

Home Screen

At the top of the home screen, Admins and multi-location Managers see three quick-action buttons:

  • Invite: Generate a QR code to invite team members.

  • Assign: Assign training to the team.

  • Message: Send a Message to team members.

Below the action buttons, the home screen is organized into Team and Training sections:

  • Team

    • Locations Overview: A table showing each Location with its team members who are past due and its overall training completion percentage. Admins see all Locations in your business; multi-location Managers see only the Locations they manage. This gives a quick, at-a-glance picture of where each Location stands.

    • Check-ins to Facilitate: A list of all Check-ins awaiting facilitation across managed Locations.

  • Training

    • Knowledge Checks: Daily questions that reinforce learning from completed training.

    • Your Assignments: Displays any incomplete training assigned to the Admin or Manager.

  • Tasks: Shows Checklists and Audits for the Admin or Manager to complete, with a link to view all Tasks. Only appears if your business has the Checklists subscription.

  • Recently Viewed: Quick access to content recently opened by the Admin or Manager.

Admins and multi-location Managers can access profile settings from the person icon in the top right of the header (on any tab) to view training certificates, edit user info, and log out.

Team Tab

The Team tab shows team members organized by Managers and Trainees, filterable by Location. Tap any team member to view their details, assign training, send Messages, edit their info, and review assigned and completed training.

Library Tab

The Library contains all content the Admin or multi-location Manager has access to, including Modules, Courses, Checklists, and Resources. Folders (if set up) appear at the top, and Tags can be used to filter content quickly.

💡 Library scope: Admins see the full Library. Managers see content assigned to them, content they created, content shared with them, and content whose Library Access rules include them (their Location or Role, or all Managers). Content shared only with Trainees at their Location doesn't appear in a Manager's Library.

Messages Tab

Admins and Managers can view received and sent Messages and send new ones to their team.

Ask Opus Tab

Opens Ask Opus, Opus's built-in AI assistant. Ask Opus can answer questions about anything in the Library (based on access level) and about the Opus platform itself.

Single-Location Manager View

Single-location Managers have a view focused on their one Location. They see a similar layout to Admins and multi-location Managers, but their home screen is oriented around their team rather than a multi-location overview.

Home Screen

The same quick-action buttons appear at the top: Invite and Assign.

Below those, the home screen is organized into Team and Training sections:

  • Team

    • Check-ins to Facilitate: Shows pending Check-ins the Manager can facilitate to verify team members' skills.

    • Team Training Overdue: Shows the number of team members at the Manager's Location who are past due on training.

  • Training

    • Knowledge Checks: A recurring question that reinforces learning from completed training.

    • Your Assignments: Displays any incomplete training assigned to the Manager.

  • Tasks: Shows Checklists and Audits for the Manager to complete, with a link to view all Tasks. Only appears if your business has the Checklists subscription.

  • Recently Viewed: Quick access to recently opened content.

Team, Library, Messages, and Ask Opus Tabs

These function the same as described above, scoped to the Manager's assigned Location and content access.

Trainee View

Trainees have a streamlined view focused on completing training and Tasks.

Home Screen

  • Training

    • Knowledge Checks: A recurring question that reinforces key topics from completed training.

    • Check-ins to Facilitate: Off by default. If enabled, shows any Check-ins the Trainee is asked to facilitate.

    • Your Assignments: Shows all outstanding training for the Trainee.

  • Tasks: Shows scheduled Checklists and Audits during their windows and Tasks assigned to the Trainee, with View all tasks to see the rest.

Library Tab

The Library contains everything a Trainee has access to, including Modules, Courses, Checklists, and Resources. Folders (if set up) appear at the top, and Trainees can use Tags to filter content.

Messages Tab

This tab shows received Messages. Trainees can receive Messages but can't send them. They can only react with an emoji.

Ask Opus Tab

Same experience as other user types. Ask Opus answers questions based on the Trainee's Library Access.

Profile

Trainees open Profile from the person icon in the top right of the header, on Home, Library, Messages, and Ask Opus. There they can view training certificates, edit their user info like preferred language, and log out.

FAQ

What's the difference between Admin and multi-location Manager views?

The layout is the same, but Admins see your whole business: all Locations, all team members, and the complete Library. Multi-location Managers see only the Locations and content they've been granted access to.

What's the difference between multi-location and single-location Manager views?

Multi-location Managers see a Locations Overview table in the Team section to monitor performance across multiple sites. Single-location Managers see a Team Training Overdue count in the Team section instead, scoped to their one Location.

Can Trainees send Messages?

No. Trainees can only receive Messages. They can react with emojis but can't send new Messages.

Where do Trainees find their profile?

Trainees tap the person icon in the top right of the header, on any tab. Admins and Managers use the same icon.

Did this answer your question?